Ask an Expert // Talking Estate Finances with Sara Hobbs

In our latest Ask an Expert session, I had the chance to speak with Sara Hobbs of Forecastle Financial, a Personal CFO who works directly with high-net-worth households. We talked about what it means to be a Personal CFO and how Sara’s role includes much more than bookkeeping

Online Scheduling and Payroll with Deputy

One of the responsibilities I take on as an Estate Management EA is to handle the admin for scheduling staff and submitting their timesheets for approval.  At any given time I have to track staff at over a dozen locations throughout the country, which can makes this a very time consuming task.

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